Professional Education For CFPs, CPAs, CIMAs
CE and CPE on demand from thought leaders on topics most important to comprehensive financial planners and private wealth advisors:
- personal income- and estate-tax planning
- financial economics
- portfolio design
- financial psychology
- risk management
- compliance
A4A's CE/CPE dashboard enables:
- CPE completion certificates for National Registry of CPE Sponsors, CFP Board and IWI
- reports showing credits you earned and classes to take to earn more credits for free
- breaking news coverage of income and estate planning tax rule changes
- extra classes when S&P 500 closing price corrects more than 10% and in times of turmoil
Craig Israelsen, Ph.D., since 2009, has taught on A4A about designing low-expense portfolios. A regular contributor at Financial Planning and AAII Journal, Craig is an executive in residence in the personal financial planning program at Utah Valley University's Woodbury School of Business. He produces the 7Twelve Portfolio.
Frank Murtha, who holds a Ph.D. in Counseling Psychology, has taught at The City University of New York, Penn State, and New York University. In 2001, Dr. Murtha co-founded MarketPsych Inc., a statistically valid assessment for identifying investor personality traits, and he consults to institutional investors on macro- and micro-behavioral economics. In early 2021, he co-founded Financial Counseling Institute.
Glenn S. Daily is one of the few fee-only life insurance advisors in the U.S. For over three decades, he has analyzed insurance policies for individuals, business, and trustees. With an actuary partner, he developed TellUsTheOdds.com, a powerful tool for analyzing long-term care insurance and life settlements.
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